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Aziz · Saif   Investor Research
Report 23 · LED Lighting · Energy Efficiency

Smart-Lighting Retrofit Platform for Commercial Real Estate
60% energy reduction + IoT building intelligence in one retrofit contract

Region: EU · UK · GCC expansion Stage: Series A · Operational Scale-up Ask: $12M (Series A + project finance)

Investor Dashboard

Key financial KPIs at a glance — % against revenues in QuickBooks-statement style.

Y1 Revenue
$9.0M
Initial scale
Y3 Revenue
$32M
↑ Year-3 target
Y5 Revenue
$95M
↑ Year-5 target
Gross Margin
48%
% vs Revenue
EBITDA Margin
18%
% vs Revenue
CAC Payback
14 mo
Time to recoup
LTV / CAC
6.2x
Unit economics
Capital Ask
$12M
Series A · Operational Scale-up

Revenue Mix · % of Top Line

Cost Structure · % of Operating Cost

Use of Funds · % of $12M Raise

Problem & Solution

60% energy reduction + IoT building intelligence in one retrofit contract

The Problem

Commercial buildings spend 17–22% of operating cost on lighting and HVAC inefficiency, but 78% still operate on fluorescent or first-gen LED systems. Retrofit is fragmented across electrical contractors who lack the software layer to deliver ongoing energy intelligence — leaving 60% potential savings unrealized.

Our Solution

An end-to-end smart-lighting retrofit platform — proprietary fixture lineup with embedded IoT sensors, software-controlled dimming and occupancy management, and an EaaS (Energy-as-a-Service) financial wrapper that lets customers pay from realized savings with zero upfront capex.

Market Opportunity

$72B Smart Lighting addressable today

Smart-lighting segment growing 19% CAGR through 2030 · EaaS contracting model accelerating adoption

Two-track revenue: direct fixture + install sales (~38% gross margin) and EaaS contracts where customer pays 60–80% of monthly realized savings for 7 years (~52% IRR on contract NPV). Software subscription layer (€2/fixture/mo) attaches across both.

Financial Statements · % vs Revenue

QuickBooks-style readout — every line shown as percentage of its parent total.

Revenue Mix

Revenue Stream% of RevenueShare
Direct Fixture & Install45.0%45%
EaaS Recurring Revenue35.0%35%
Software Subscriptions12.0%12%
Maintenance Contracts8.0%8%
Total Revenue100.0%100%

Cost Structure

Cost Line% of CostShare
Fixture Manufacturing (COGS)38.0%38%
Installation Labor & Subcontractors18.0%18%
Sales & BD15.0%15%
Engineering & IoT Platform12.0%12%
EaaS Financing Cost10.0%10%
G&A7.0%7%
Total Operating Cost100.0%100%

Use of Funds — $12M Raise

Allocation% of RaiseShare
Geographic Expansion (UK · GCC)35.0%35%
Manufacturing Capacity22.0%22%
Software & IoT R&D18.0%18%
Sales Team Build-Out15.0%15%
Working Capital10.0%10%
Total Use of Funds100.0%100%

Traction & Proof Points

Moat & Exit Strategy

Defensible Moat

Verified M&V data across 920 buildings creates the largest performance dataset in commercial smart lighting — enables better underwriting on new EaaS contracts. Multi-jurisdiction utility-rebate partnerships unlock €1.8M/yr in incremental revenue competitors can't easily access. EaaS contract book creates 7-year recurring revenue baseline.

Exit Path

Strategic acquisition by a global building-systems platform (Honeywell, Siemens, Schneider Electric, Signify), or roll-up into a sustainability-focused PE platform at 3–4x revenue / 11–14x EBITDA within 5–7 years.

Key Risks